Crews Bank & Trust’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Crews Bank & Trust’s Portfolio SVAL Stock Details SVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.8K	Hold	570	–	–	﹤0.01%	464
2026 Q1	$20.5K	Sell	570 -135	-19%	-$4.95K	﹤0.01%	470
2025 Q4	$24.2K	Hold	705	–	–	﹤0.01%	441
2025 Q3	$23.6K	Hold	705	–	–	﹤0.01%	450
2025 Q2	$21.9K	Hold	705	–	–	﹤0.01%	452
2025 Q1	$21.2K	Hold	705	–	–	﹤0.01%	443
2024 Q4	$22.9K	Buy	+705	New	+$23.7K	﹤0.01%	434

Other funds holding SVAL

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Crews Bank & Trust's SVAL Position: Q2 2026 in Review

Crews Bank & Trust held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q2 2026 at 570 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Crews Bank & Trust first reported a position in SVAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.2K in Q4 2025. 2 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Crews Bank & Trust held 570 shares of iShares US Small Cap Value Factor ETF worth $23.8K as of Q2 2026.
Crews Bank & Trust left its iShares US Small Cap Value Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Value Factor ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #464 holding.
Crews Bank & Trust first reported a position in iShares US Small Cap Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares US Small Cap Value Factor ETF position peaked at $24.2K in Q4 2025.
2 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.